Enea, Scanlan & Sirignano, LLP Attorneys at Law

Estate Planning Isn’t Just For The Elderly

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Probate And Estate Administration In New York

After your loved one’s death, his or her estate will need to be settled in court, whether or not your loved one had a will. Not only can this process be complicated and potentially contentious, but it also comes at a very emotionally charged time: after the death of a loved one.

If this describes you, we can help. We are the experienced Westchester, New York, probate and estate administration attorneys at Enea, Scanlan & Sirignano, LLP.

Probate issues? Call a wills, trusts and estate attorney at: 914-269-2367

What Is Probate, And Why Is It Necessary In New York?

Probate is the legal process of proving a deceased person’s will and managing their estate according to state law. In New York, this process takes place in the Surrogate’s Court, which oversees the transfer of assets, payment of debts and resolution of any disputes related to the estate. The court makes sure that the decedent’s wishes, if expressed in a valid will, are followed accurately and fairly.

Probate is necessary because it provides an official framework for settling an estate. It:

  • Confirms the will’s authenticity
  • Appoints a personal representative
  • Authorizes them to handle financial matters, pay taxes and distribute assets

Without this court supervision, beneficiaries and creditors would lack legal assurance that the estate is being managed properly.

The process can vary in length depending on the size and complexity of the estate. While smaller estates may qualify for simplified proceedings, others require full probate under the guidance of the Surrogate’s Court. Our estate administration lawyer helps families avoid mistakes and unnecessary delays during this emotional time.

What Happens When An Estate Has A Will Versus When It Does Not?

When someone passes away with a will, their estate is referred to as a testate estate. The will names an executor, who is responsible for presenting it to the Surrogate’s Court to start the probate process. Once the court verifies the document’s validity, the executor receives letters testamentary, which give them the legal authority to collect assets, pay debts and distribute inheritances according to the decedent’s wishes.

On the other hand, if a person dies without a will, the estate is intestate. The court then appoints an administrator, usually a close family member, to oversee the estate. They receive letters of administration to perform similar duties, but New York’s intestacy laws dictate how the estate is divided. This often means that assets are distributed strictly according to family relationships, which may not accurately reflect the decedent’s personal intentions.

Understanding these differences is crucial when settling an estate in Westchester County. Families dealing with probate or intestacy face emotional and procedural challenges, from locating heirs to managing court filings. Having an attorney who is familiar with New York’s Surrogate’s Court procedures helps ensure the process runs smoothly and the estate is handled with care and accuracy.

From Filing The Will To Distributing The Assets, We Can Help

We have decades of experience guiding our clients through the probate process. The steps include:

  • Filing the last will and testament with the Surrogate’s Court
  • Valuing estate assets
  • Notifying beneficiaries under the last will
  • Distributing assets
  • Working with your accountant regarding the preparation and filing of estate tax returns

If your loved one did not have a will, the experienced lawyers at Enea, Scanlan & Sirignano, LLP, can help your family as well. In these cases, we petition Surrogate’s Court for letters of administration on behalf of the family. That step provides the authority to collect assets and distribute them in adherence with the New York state laws of “intestacy” (not having a will).

Need Probate Assistance? Talk To Us.

If you now need or will need legal help in administering an estate, contact Enea, Scanlan & Sirignano, LLP. Call 914-269-2367 today or, if you prefer, contact us by completing the online form. With offices in White Plains and Somers, New York, we serve the greater Westchester County area. For more frequently asked questions about Probate and Estate Administration, please visit our Probate & Estate Administration FAQ page.